ARTICLE · 10 APRIL 2025

Wealth Management And Estate Planning In Mexico (Part I)

Müggenburg, Gorches y Peñalosa, S.C. (MGPS)

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Both the Wealth Management and Estate Planning market and industry have grown significantly in Mexico over the recent years due to the growth of high-net-worth individual's wealth...

MexicoWealth Management

Sophia Lozano Chernitsky

Both the Wealth Management and Estate Planning market and industry have grown significantly in Mexico over the recent years due to the growth of high-net-worth individual's wealth (HNWI), which is accompanied by the need to manage their wealth and plan how it will be distributed among family members in the future.

Wealth Management

Wealth management consists of maintaining or growing a person or legal entity's assets by analyzing, studying and optimizing them. This practice assesses an individual or family's wealth to create personalized investment and asset preservation strategies, which enables any decision making regarding their wealth achieve the individual's financial goals.

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